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Inactive

Jonathan Louis Wendall

Forum Private Client Group

Fishers, IN

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Current Employers
Forum Private Client Group

11313 Usa Parkway, Fishers, IN 46037-0000 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-12-20
  • IN RA
    APPROVED
    Since 2024-12-20

Branch Locations

11313 Usa Parkway, Fishers, IN 46037-0000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Indianapolis IN 12/2014 06/2018
Tippecanoe School Corporation Lafayette IN 06/2018 08/2019
Lafayette Family Ymca Lafayette IN 09/2019 02/2020
Indiana Mentor Lafayette IN 02/2020 12/2022
Walgreens Lafayette IN 01/2022 05/2023
Forum Credit Union Fishers IN 05/2023 05/2024
Forum Credit Union Fishers IN 06/2024 09/2024
Forum Solutions Group, Llc, Dba Safislife Advisors Fishers IN 09/2024 Present
  • 12/2014 → 06/2018
    Student
    Indianapolis, IN
  • 06/2018 → 08/2019
    Tippecanoe School Corporation
    Lafayette, IN
  • 09/2019 → 02/2020
    Lafayette Family Ymca
    Lafayette, IN
  • 02/2020 → 12/2022
    Indiana Mentor
    Lafayette, IN
  • 01/2022 → 05/2023
    Walgreens
    Lafayette, IN
  • 05/2023 → 05/2024
    Forum Credit Union
    Fishers, IN
  • 06/2024 → 09/2024
    Forum Credit Union
    Fishers, IN
  • 09/2024 → Present
    Forum Solutions Group, Llc, Dba Safislife Advisors
    Fishers, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-17
  • S65 Uniform Investment Adviser Law Examination
    2024-12-17
Other Names
  • Louie Wendall

View on SEC IAPD

Other Firms

CBG & COMPANY, INC.
WRIGHT PLANNING, LLC
BBK WEALTH LLC
NORWOOD ECONOMICS, INC.
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Other Investors

NICHOLAS DAVID CATLIN
DANIEL EUGENE GARWOOD
ROY CRAIG BODINUS
BRIAN O. WRIGHT
Joshua Walker
TYLER EDWARD SMITH
BRANDON WAYNE GREGG
John Nelson Duncan

Other Offices

CBG & COMPANY, INC. · FISHERS, IN
WRIGHT PLANNING, LLC · FISHERS, IN
BBK WEALTH LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · FISHERS, IN
LPL FINANCIAL LLC · FISHERS, IN
TRANSAMERICA FINANCIAL ADVISORS, LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · Fishers, IN
CETERA INVESTMENT ADVISERS LLC · Fishers, IN

More in Fishers, IN

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